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Insightly + Salesforce Integration

Insightly + Salesforce Integration

Connect Insightly to Salesforce in 1 click

Popular Insightly + Salesforce Workflows

Salesforce + Insightly Integration

Create Insightly task for new Salesforce contact

In Salesforce, when you create a contact, it automatically creates a task in Insightly for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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What Do You Want To Automate?
Insightly + Salesforce Integration
When
  • Task is created in Insightly
    Task is created in Insightly
  • Lead is created in Insightly
    Lead is created in Insightly
  • Opportunity is created in Insightly
    Opportunity is created in Insightly
  • Organisation is added in Insightly
    Organisation is added in Insightly
  • Project is created in Insightly
    Project is created in Insightly
  • Contact is updated in Insightly
    Contact is updated in Insightly
  • Lead is updated in Insightly
    Lead is updated in Insightly
  • Organisation is updated in Insightly
    Organisation is updated in Insightly
  • Contact is created in Insightly
    Contact is created in Insightly
  • Contact is created in Salesforce
    Contact is created in Salesforce
  • Account is created in Salesforce
    Account is created in Salesforce
  • Lead is created in Salesforce
    Lead is created in Salesforce
  • Opportunity is created in Salesforce
    Opportunity is created in Salesforce
  • Case is created in Salesforce
    Case is created in Salesforce
  • Task is created in Salesforce
    Task is created in Salesforce
  • Record is updated in Salesforce
    Record is updated in Salesforce
  • Record is created in Salesforce
    Record is created in Salesforce
  • Field is updated on record in Salesforce
    Field is updated on record in Salesforce
  • Outbound message is received in Salesforce
    Outbound message is received in Salesforce Instant
  • Quote is created in Salesforce
    Quote is created in Salesforce
  • Contact is updated in Salesforce
    Contact is updated in Salesforce
  • Account is updated in Salesforce
    Account is updated in Salesforce
  • Lead is updated in Salesforce
    Lead is updated in Salesforce
  • Opportunity is updated in Salesforce
    Opportunity is updated in Salesforce
  • Case is updated in Salesforce
    Case is updated in Salesforce
  • Task is updated in Salesforce
    Task is updated in Salesforce
  • Quote is updated in Salesforce
    Quote is updated in Salesforce
Automatically
  • Search user in Insightly
    Search user in Insightly
  • Search contact in Insightly
    Search contact in Insightly
  • Search organisation in Insightly
    Search organisation in Insightly
  • Search project in Insightly
    Search project in Insightly
  • Search lead in Insightly
    Search lead in Insightly
  • Search opportunity in Insightly
    Search opportunity in Insightly
  • Create contact in Insightly
    Create contact in Insightly
  • Create task in Insightly
    Create task in Insightly
  • Create lead in Insightly
    Create lead in Insightly
  • Create organisation in Insightly
    Create organisation in Insightly
  • Create project in Insightly
    Create project in Insightly
  • Create opportunity in Insightly
    Create opportunity in Insightly
  • Find contact by id in Insightly
    Find contact by id in Insightly
  • Create contact in Salesforce
    Create contact in Salesforce
  • Create account in Salesforce
    Create account in Salesforce
  • Create lead in Salesforce
    Create lead in Salesforce
  • Create opportunity in Salesforce
    Create opportunity in Salesforce
  • Create task in Salesforce
    Create task in Salesforce
  • Create case in Salesforce
    Create case in Salesforce
  • Create record in Salesforce
    Create record in Salesforce
  • Update contact in Salesforce
    Update contact in Salesforce
  • Update account in Salesforce
    Update account in Salesforce
  • Update lead in Salesforce
    Update lead in Salesforce
  • Update opportunity in Salesforce
    Update opportunity in Salesforce
  • Update case in Salesforce
    Update case in Salesforce
  • Update task in Salesforce
    Update task in Salesforce
  • Update record in Salesforce
    Update record in Salesforce
  • Search contact in Salesforce
    Search contact in Salesforce
  • Search account in Salesforce
    Search account in Salesforce
  • Search lead in Salesforce
    Search lead in Salesforce
  • Search opportunity in Salesforce
    Search opportunity in Salesforce
  • Search case in Salesforce
    Search case in Salesforce
  • Search task in Salesforce
    Search task in Salesforce
  • Search record in Salesforce
    Search record in Salesforce
  • Add lead to campaign in Salesforce
    Add lead to campaign in Salesforce
  • Add contact to campaign in Salesforce
    Add contact to campaign in Salesforce
  • Search Quote in Salesforce
    Search Quote in Salesforce
  • Search record using query in Salesforce
    Search record using query in Salesforce
  • Search Record by Id in Salesforce
    Search Record by Id in Salesforce

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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What Is integrately?

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For 900+ Apps

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Why Insightly & Salesforce Users Integrately

Insightly + Salesforce Integration
Ready Automations

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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Insightly & Salesforce with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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Integrately can automatically connect your apps. So you don't have to do anything.

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